Client Service Associate at BMO Financial Group

Elevate client relationships with BMO Financial Group as a Client Service Associate. This critical role involves providing exceptional service and administration support to Investment Advisors and clients.

As a Client Service Associate, you will support Investment Advisors by coordinating meetings, preparing client reviews, and managing account inquiries. With 3 to 5 years of experience, you’ll utilize your advanced knowledge of investment processes and compliance practices to deliver customized advice and solutions. Your expertise will directly influence client satisfaction and retention.

Key Responsibilities:
• Schedule and prepare client portfolio reviews for Investment Advisors
• Handle client inquiries and account maintenance effectively
• Accept and execute client trades in a timely manner
• Provide comprehensive support for marketing activities
• Mentor junior team members in service processes

Requirements:
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